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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,334 | $76,642-53.9% | $146,866-75.9% | $65,306-45.9% |
| Participation rate | 87.6% | 61.2%+26.4pp | 82.5%+5.1pp | 57.7%+29.9pp |
| Annual return | 31.41% | 33.40%-2.0pp | 102.85%-71.4pp | 21.94%+9.5pp |
| Employer contribution / active EE | $0 | $2,621-100.0% | $4,425-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $10,644 | $4,864+118.8% | $7,759+37.2% | $2,959+259.7% |
| Admin fee / account holder | $3,046 | $3,960-23.1% | $13,620-77.6% | $3,480-12.5% |